Eastern Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4K | Hold |
356
| – | – | ﹤0.01% | 575 |
|
|
2025
Q1 | $36.5K | Sell |
356
-181
| -34% | -$18.5K | ﹤0.01% | 590 |
|
|
2024
Q4 | $59.2K | Hold |
537
| – | – | ﹤0.01% | 545 |
|
|
2024
Q3 | $58.4K | Buy |
+537
| New | +$58.4K | ﹤0.01% | 541 |
|
|
2020
Q2 | – | Sell |
-54,268
| Closed | -$2.64M | – | 186 |
|
|
2020
Q1 | $2.64M | Buy |
+54,268
| New | +$2.64M | 0.2% | 83 |
|
|
2019
Q2 | – | Sell |
-48,514
| Closed | -$2.56M | – | 204 |
|
|
2019
Q1 | $2.56M | Buy |
+48,514
| New | +$2.56M | 0.17% | 91 |
|